Customisation of your Account

When customising the account for the customer, use the following configuration options:

Field	Description	Change to

Field	Description	Change to
Ad Refresh Time	Time that each ad will display	Leave as default
Auto Logoff	Time before Auto Log off of Staff, if no activity	Set to 24 hours
Auto Archvive	Default option set to all folders for documents to be auto archived	Set to 60 months
Upload Status	Document workflow status assigned to all documents on upload, either manually, or via AutoMate	Leave as default
Planner Intervals	Length of each appointment	Leave as default
Allowed file extension	An asterix, means Nimbus will accept all types of documents. If this needs to be locked down, each file extension must be added	Leave as default

Set these options when customising an account:

Field	Description	Change to

Field	Description	Change to
Auto Show Toolbar Text Labels	If enabled, moves the Toolbar icons to display a label rather than a Tool Tip	Leave as default
Use Business Name as From Display Name	How the senders name is displayed on all outgoing emails from Nimbus by default. If deselected, system will display the staff members name who sends the email.	Set as enabled
Restrict Drag & Drop Signing	If signature blocks are added to a PDF, system will not allow drag and drop signing	Set as enabled
Use 2FA for Staff login	Mandatory for all Xero integrations. Let the system enable this if required, so leave disabled.	Set as disabled
Use 2FA for password reset	Mandatory for all Xero integrations. Let the system enable this if required, so leave disabled.	Set as disabled
Include comment in File Conversation email	System will include the file conversation in the email sent.	Set as enabled
Day range	Relates to the appointment module	Leave as default

Options for “Use Business Name as From Display Name”

Email Sent	Flag enabled	Flag disabled

Email Sent	Flag enabled	Flag disabled
Welcome Email	Business Name	Default Employee
File Conversation	Business Name	Staff logged in
Manual publish file	Business Name	Staff logged in
Email job (without email override)	Business Name	Default Employee

Field	Description	Change to

Field	Description	Change to
Initial Expiry	Time an initial “Welcome Email” link will be valid	Set to “30 days”
Reset Expiry	Time a secondary “Welcome Email” link / Reset Password link will be valid	Set to “24 hours”